ESOP · DOL Form 5500 · 2024

Carroll Apothecary, Inc. ESOP

Data updated 2026-08-11

$2M
Total assets
30
Participants
27th
Percentile by assets
$53,692
Avg per participant
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Official DOL plan name: Carroll Apothecary, Inc. Employee Stock Ownership Plan · Sponsored by Carroll Apothecary, Inc. · Iowa · Retail Trade

$2M in assets, 30 participants

Carroll Apothecary, Inc.'s Carroll Apothecary, Inc. Employee Stock Ownership Plan reported $2M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 27th percentile by assets (of 123,622 plans)
  • #3,218 in Retail Trade (8,048 peers)

Carroll Apothecary, Inc. multi-year trail

Carroll Apothecary, Inc.'s plans moved -13.1% in assets from 2022 to 2024; this filing shows Carroll Apothecary, Inc. Employee Stock Ownership Plan at $2M / 30 participants.

$2M
total plan assets (2024 EOY)
30
covered participants
27th
percentile by assets (of 123,622 plans)
$53,692
avg assets per participant

The plan reported a net loss of $636K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Carroll Apothecary, Inc. Employee Stock Ownership Plan sits by total assets

Carroll Apothecary, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,610,767 27th percentile higher than 27% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carroll Apothecary, Inc. Employee Stock Ownership Plan reported net income fell from $381K in the plan year 2023 filing to -$636K in the plan year 2024 filing.
  • Carroll Apothecary, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Iowa
Industry
Retail Trade

Carroll Apothecary, Inc. across 3 plan years on file

Across the 3 plan years Carroll Apothecary, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a decline of 13.1%, while reported participants moved from 34 to 30 (-11.8%). Peak year by sponsor assets: 2023 ($2M); trough: 2024 ($2M).

Carroll Apothecary, Inc. multi-year asset trail

$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.85M $1.61M ▼ -13.0%
Total plan assets by year, all Carroll Apothecary, Inc. plans on file
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 30 $2M
2024 1 30 $2M

Carroll Apothecary, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$636K
Employer EIN421151752
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Carroll Apothecary, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Carroll Apothecary, …, Total assets ($M): 1.610767 · Participants: 30Carroll Apothecary, …Employee Owned Brand…, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brand…Van Meter Industrial…, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial…Ita Group Holdings, …, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, …Precision, Inc. Empl…, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Empl…Vgm Group, Inc. Empl…, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Empl…
Carroll Apothecary, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Carroll Apothecary, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Carroll Apothecary, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Carroll Apothecary, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Carroll Apothecary, Inc. Employee Stock Ownership Plan declined sharply - down 28.1% during 2024, from $2M to $2M. Reported net income was -$636K.
How have Carroll Apothecary, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Apothecary, Inc.'s sponsor-wide assets declined 13.1%, from $2M to $2M.
Which ESOP plans are similar in size to Carroll Apothecary, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ngls, Inc. Employee Stock Ownership Plan in TX ($2M, 23 participants).

Next read for Carroll Apothecary, Inc. Employee Stock …

Multi-year trail

Ways to act on Carroll Apothecary, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Carroll Apothecary, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
  • Carroll Apothecary, Inc.'s sponsor-wide assets have declined 13.1% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421151752.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.